CATOCTIN RIDGE WEALTH PARTNER

Overview

Catoctin Ridge Wealth Partner is an independent registered investment adviser focused on individual and family clients, with a business mix that also serves small businesses. The firm combines financial planning and discretionary portfolio management with insurance brokerage capabilities; its fee models include a percentage of AUM, hourly fees and fixed-fee engagements. Catoctin Ridge registers as an active ESG investor, which shapes security selection and may lead the firm to favor ESG-screened equities and ESG-tilted ETFs across client portfolios. Investment activity centers on equity exposure, supplemented by insurance solutions and alternative allocations. The firm emphasizes exchange-traded equities as a primary building block for client portfolios and uses third‑party alternative managers for select real asset and energy strategies. That mix supports both growth-oriented mandates and income or liability-focused planning for retirement-age clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices